We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

C. Lucas Hatch
Mechanic’s Assistant at Skip Barber Racing School when I was 14
I loved every second of Physics.
Helping families shed financial anxiety with a very thoughtful road map and investment strategy
Balls, rings, clubs. Also love to spin poi balls and a good yo-yo.
I won’t walk under a ladder.
About Lucas
- Objective: Lucas' goal is to provide comprehensive wealth management solutions to his clients under an independent model.
- Specialized Responsibilities: Member, Marketing Committee
- Snapshot: Lucas brings over 13 years of experience offering high-net-worth clients financial planning, trust and estate services, investment management, brokerage, insurance, and customized credit solutions.
Experience
- Vice President & Senior Relationship Manager, Wachovia Wealth Management, San Francisco, CA; was first relationship manager hired to Wachovia’s Private Banking expansion team in Northern California
- Vice President & Private Banker, Wells Fargo, San Francisco, CA
Education
- University of Southern California, BS, Business Administration
- Groton School
Affiliations & Boards
- Former Member, Board of Overseers, San Francisco Bay Area Chapter, Peer Health Exchange, a national nonprofit organization that trains college students to teach a health curriculum in public high schools
